Door one
Replace your CRM.
It costs too much, or it fits too little. Verasio becomes your CRM, shaped around how you actually work.
See what you get on day oneBuilt by the team behind Send It By Text
Your CRM never fit your business. Verasio takes its shape.
Tell it how your company runs. Verasio drafts your fields, objects, workflows, and templates, and nothing goes live until you approve it.
Book a 20-minute working session
We build the first version of your Verasio live, on the call. If it isn't a fit, we'll say so.
Proposed: Client intake3 fields · 1 status list · 1 template · 1 automation
Waiting for your yesFields
Matter typeChoice: Estate plan, Business, Litigation, Other
Referral sourceText
Conflict check clearedYes or no
Statuses
- New inquiry
- Consult booked
- Retainer sent
- Retainer signed
- Active
Template and automation
Retainer agreementTemplate, 2 signers
When status becomes Retainer sentText the signing link. If unsigned after 2 days, send a reminder.
You said every inquiry needs a conflict check before a consult, and the retainer must be signed before work starts.
Send It By Text, the engine under Verasio
- Documents signed
- 10M+
- Organizations
- 4,000+
- In business
- 8 years
Two front doors
Replace your CRM, or keep it. Both work.
Door two
Keep your CRM.
Verasio sits over it and everything else you run. Your agents work across all of it.
See how it connectsNot sure which door? Bring your current setup to the call and we'll tell you.
01The shadow operation
Every company ends up running a second operation next to the CRM.
You bought the CRM to have one place for the truth. Then the business did what businesses do. It changed.
Sales wanted a new stage. Ops needed a field the CRM didn't have. Compliance needed a record of who agreed to what, and when. The CRM said no, or said yes after a quote and a long wait.
So people built around it. A spreadsheet for the thing the CRM can't hold. An email chain that became the real approval process. A second CRM for intake, because the first one couldn't take a lead the way you work. A separate tool for the actual work. An integration that was supposed to join them all and never got the budget.
Now the system of record is the least reliable place to look. Every workaround is a place where a lead goes quiet, a signature goes missing, or a compliance question has no clean answer.
- The CRM
- Intake (second CRM)
- Intake_Leads_FINAL_v3.xlsx
- Re: Re: Re: OK to proceed?
- Matters (separate tool)
| Name | Source | Status | Notes |
|---|---|---|---|
| T. Reyes | sister | ?? | called Tue, retainer? |
| M. Okafor | web form | hot | in the other CRM |
| J. Lindqvist | referral | -- | check email |
| K. Brandt | web form | dead? | see tab 4 |
Re: Re: Re: OK to proceed?
PriyaCan you confirm conflicts are cleared before I send the retainer?
MarcoI think so. Check the sheet.
PriyaWhich sheet?
You didn't buy a CRM. You bought a shape, and you've been squeezing into it ever since.
Verasio starts from the other end.
02What you get on day one
Seven things you get on day one.
It interviews your company.
The AI asks how you actually work. How a lead arrives. What a case or job needs. Who signs off. What compliance wants on record. Then it drafts your fields, objects, statuses, workflows, and templates. No consultant. No setup project.
You approve every change.
Nothing the AI proposes touches your CRM until an Owner says yes. Each proposal comes with a plain-English explanation and a diff of exactly what will change. The AI can never do anything the person asking couldn't click.
It keeps reshaping as you do.
Sales adds a stage. Ops needs a new field. Compliance wants a new record. Say so, review the proposal, approve it. The CRM changes shape without a project.
You talk to agents instead of typing into fields.
Each agent has its own private chat. Tell the intake agent to add the new client, text her the questionnaire, and send the agreement for signature. It does the work as you, with the permissions you already have, and every step lands on the timeline.
Bring the agents you already use.
Any agent your company already runs can plug in and work in the same CRM, under the same rules. They can propose changes. They can't approve their own.
Texting and signing are already in the box.
Text a client a document and get it back signed from their phone. Two-way texting, scheduled messages, reminders on unsigned documents, multiple signers, and the signed copy stored on the record. Sent from your own number and your own email domain. These are the native rails, built on Send It By Text. Already have a texting or e-signature service you like? Connect it instead. Anything with an API works.
One timeline per contact.
Texts, emails, logged calls, documents sent, viewed, and signed, notes, tasks, status changes, and every action an agent took. One feed, filterable.
Item 4, in use. Example from a law firm.
Intake agentPrivate chat · acts with your permissions
YouNew inquiry from Tomas Reyes, estate plan, referred by his sister. Open his record and get the retainer out.
Intake agentOpened Tomas Reyes as New inquiry. Matter type: Estate plan. Referral: his sister. One thing before the retainer can go. Has the conflict check cleared?
YouCleared this morning.
Intake agentMarked cleared. Retainer agreement sent to his mobile and email. I'll remind him in 2 days if it's unsigned.
Sent as youRetainer agreement · text and email · your number and domain
- Record opened by the Intake agent, for you
- Matter type set: Estate plan
- Conflict check cleared, by you
- Status changed to Retainer sent, by the Intake agent, for you
- Retainer agreement sent by text and email
- Retainer agreement viewed
- Retainer agreement signed. Copy saved to the record.
03The hub
Every system you own, talking to each other, run from one place.
Verasio is the hub. Anything with an API is a spoke. Your accounting, your e-signature, your files, your spreadsheets, your inbox, your chat, the CRM you already pay for.
The AI builds and runs the connections. People do the judgment work.
Here is the honest version of the claim. If a system has an API, Verasio can connect to it. If it doesn't, we'll tell you that too.
Text description of the diagram. Before: ten systems sit apart with no wiring between them. They are your existing CRM, QuickBooks Online for accounting, Google Sheets for spreadsheets, Slack for chat, Gmail for email, Google Drive for files, DocuSign® for e-signature, Microsoft Outlook for email, Microsoft Word for documents, and Google Docs for documents. People are the integration: Maria re-keys it, a file is exported on Fridays, someone emails the PDF, a file is attached and saved, maybe, a file is downloaded and re-uploaded, something is copied over by hand, and there are screenshots in Slack. After: the same ten systems connect to one Verasio hub. An Owner approves every connection, and every action lands on the timeline. In the example, one command goes to the operations agent, which runs as Dana with Dana's permissions: pull the signed Reyes retainer, file it in Drive, invoice it in QuickBooks, and tell the team in Slack. The timeline shows four actions. At 10:42 the retainer is pulled from the Reyes record. At 10:42 it is filed in Google Drive. At 10:43 an invoice is drafted in QuickBooks Online. At 10:43 a message is posted to Slack in #intake.
Who it is for
The CEO
One view of sales, ops, and compliance.
Dana asks the agent where the quarter stands. It reads the pipeline, the open invoices, and the paperwork still waiting on a signature, and answers in one place. She stops waiting on three people to send three reports.
The customer-service rep
No more copying between two systems.
Ramon used to key the same customer into the ticket tool and then into the CRM. Now he tells the agent what the customer needs and it updates both. He spends the time on the customer.
The compliance lead
Every action, on one timeline.
Lena has to show who did what, and when, across every system. She opens the timeline. Each action, by a person or an agent, is there with the system it touched.
How a connection gets made
- Propose. The AI proposes it: which system, which data, which direction.
- Approve. An Owner approves it and supplies the credentials.
- Log. Every sync lands on the timeline.
Connections are built one at a time. Which ones are live today, we'll tell you on the call.
04Proof
Built by the team behind Send It By Text.
Verasio is new. The engine under it is not.
- Documents signed
- 10M+
- Organizations served
- 4,000+
- In business
- 8 years
- Stars, 124 Google reviews
- 5.0
Send It By Text's numbers. Verasio launched in 2026.
The engine
Send It By TextThe native texting and signing rails. Eight years in production.
The vehicle
VerasioA CRM that takes the shape of any business, built on those rails.
“Senditbytext has been a fantastic partner to work with.”
“He really cares about his customers and is such a hard worker.”
A note from the founder
I built Send It By Text for the businesses nobody else would carry. The next step was obvious. A CRM for everyone else, on the same rails, that sets itself up around your business instead of making you rebuild your business around it.
Verasio is new, and I'll tell you exactly where it is today. If it's not the right fit, I'll say so in the first conversation and save you the months of guessing.
Harry Hedaya
Founder, Tampa, FL
05Before and after
From “where does this go?” to “it's already in there.”
| Before | After |
|---|---|
| A lead shows up in three places and gets typed into two. | The intake agent opens the record, asks the follow-up questions, and texts the questionnaire. |
| A new requirement means a ticket and a wait. | You describe it. Verasio proposes the field and the form. You review and approve. |
| Signatures chase through email. | The document goes out by text, reminders run on your schedule, the signed copy lands on the record. |
| Someone asks who agreed to what, and when. | You open the timeline. Every message, document, and agent action is there. |
| The spreadsheet keeps growing. | The CRM holds the field, so the spreadsheet isn't needed. |
Same business. A CRM that finally matches it.
Questions
Questions
Do I need a consultant or a setup project?
No. The AI interviews you about how your business runs and drafts your fields, objects, statuses, workflows, and templates. You review and approve them.
Can the AI change my CRM without asking?
No. Nothing the AI proposes touches your CRM until an Owner says yes. Each proposal comes with a plain-English explanation and a diff of exactly what will change. The AI can never do anything the person asking couldn't click.
What happens when my business changes?
Say so, review the proposal, and approve it. The CRM changes shape without a project.
Can I use the agents my company already runs?
Yes. Any agent your company already runs can plug in and work in the same CRM, under the same rules. They can propose changes. They can't approve their own.
Does Verasio work with the software we already use?
If a system has an API, Verasio can connect to it: accounting, e-signature, file storage, spreadsheets, email, chat, or the CRM you already have. The AI proposes each connection, an Owner approves it and supplies the credentials, and every sync lands on the timeline. Connections are built one at a time, and we'll tell you on the call which are live today.
Does Verasio include texting and signing?
Yes. Two-way texting, scheduled messages, reminders on unsigned documents, multiple signers, and the signed copy stored on the record, all sent from your own number and your own email domain. These are the native rails, built on Send It By Text. If you already use a texting or e-signature service, you can connect it instead, because anything with an API works.
How is Verasio related to Send It By Text?
Send It By Text is the engine: the native texting and signing rails that have run for eight years. Verasio is the vehicle: a CRM that takes the shape of any business, built on those rails.
What does it cost?
Pricing isn't set yet. We'll talk about it on the call, with your first version in front of us.
What if Verasio isn't the right fit?
We'll tell you, and we'll tell you why.
06Book a session
Book a 20-minute working session. We build the first version of your Verasio live.
Bring a real process. How a lead comes in, what you send, what has to be signed. On the call we interview your business, draft the first version, and approve it together.
- Interview. We ask how your business runs.
- Draft. Verasio drafts your fields, workflows, and templates.
- Approve. You review it and say yes.
No slides. No setup project. If Verasio isn't the right fit, we'll tell you, and we'll tell you why.
Working session · 20 minutes
We build the first version of your Verasio live.
We'll reply by email to set the time. Prefer to talk first? Call 800-800-4045.